Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Shortlidge Newhall is an active Registered Representative with Fidelity Personal And Workplace Advisors in BOSTON, Massachusetts. Suzanne has been in the financial industry since 1987. Suzanne has been a registered representative with Fidelity Personal And Workplace Advisors since July 2018. Suzanne also has a license to provide investment advice in Texas and Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
01/29/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NA
01/14/1991 - 04/30/1993
JOHN HANCOCK DISTRIBUTORS, INC.
NA
01/14/1991 - 04/30/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
NA
05/10/1989 - 11/09/1990
PIONEER FUNDS DISTRIBUTOR, INC.
NA
09/09/1987 - 05/10/1989
THE PIONEER GROUP, INC.
BOTH
Issued 08/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Suzanne Newhall is the right advisor for you? Invested Better is here to help.
